Checkbook
Fintech & PaymentsDirect Greenhouse career site

Business Development Representative

Location
San Mateo, CA · Hybrid
Job type
Full-time
Level
Entry level
Experience
3+ years
Education
Bachelor's degree
Listed
30 days ago

Skills & highlights for this role

  • B2B prospecting
  • CRM management
  • cold calling
  • lead qualification

Also useful

  • HubSpot

Stated benefits & perks

  • Health
  • Dental
  • Vision
  • 401k

Role

As a Business Development Representative at Checkbook, you will play a crucial role in driving our company's growth and expanding our client base. You will be responsible for generating new business opportunities by identifying and reaching out to potential customers. Your primary focus will be on qualifying leads, conducting initial outreach, and nurturing relationships with prospects to move them through the sales pipeline.

Responsibilities

  • Identify and research potential clients within the target market.
  • Conduct outbound prospecting activities, including cold-calling, emailing, and social selling, to generate new business opportunities.
  • Qualify leads and assess their suitability for the company's products and services.
  • Understand customer needs and pain points to effectively communicate the value proposition of Checkbook.io's solutions.
  • Collaborate closely with the sales team to transition qualified leads into the sales pipeline.
  • Manage and maintain accurate records of all interactions and lead progress in HubSpot or other CRM systems.
  • Provide timely and regular updates to management on lead generation activities and progress against targets.
  • Stay up-to-date with industry trends, competitor offerings, and market changes to identify new business opportunities.
  • Attend industry events and networking functions to represent Checkbook.io and build relationships with potential clients.

Requirements & Skills

  • Bachelor's degree in Business, Marketing, Finance, or a related field.
  • Proven experience as a Business Development Representative or in a similar sales role.
  • Strong understanding of FinTech products, payments, and financial technologies.
  • Prior experience using HubSpot or a similar CRM tool is highly desirable.
  • Excellent communication and interpersonal skills to effectively engage with prospects and build rapport.
  • Demonstrated ability to work independently and as part of a team in a fast-paced environment.
  • Goal-oriented and results-driven with a track record of meeting or exceeding sales targets.
  • Strong organizational and time management skills to handle multiple tasks simultaneously.
  • Adaptability and a willingness to learn and stay updated on industry trends and product developments.
  • A proactive and self-motivated attitude with a passion for driving business growth.

Who you are

  • 3+ years of relevant experience, ideally at a B2B startup
  • Proven ability to operate in a fast paced environment and adapt to dynamic targets
  • Understanding of the BDR / Sales process
  • Consistent, methodical, and organized
  • Excellent verbal and written communication skills

Benefits & Perks

  • Insurance (Medical, Dental, Vision, LTD and a variety of other programs)
  • 401k
  • Equity

Variable Base + Commission + Equity (based on experience)

  • *Equal Opportunities Employment Statement*
  • If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact us directly.

About Us

Checkbook is a leading FinTech company revolutionizing the way businesses send and receive digital payments. Our innovative platform enables businesses to send and receive checks securely and instantly without the need for physical checks or any manual intervention. We are dedicated to providing simple, reliable, and cost-effective payment solutions to our clients. As we continue to grow, we are seeking a skilled Business Development Representative to join our dynamic team.

Read the original posting

From Checkbook's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Business Development Representative role at Checkbook, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

  • See how you fit

    Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.

  • Tailor without inventing

    Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.

  • Draft the full kit

    Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.

  • 1-Click Extension Autofill

    The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.

Common questions

Where is the Business Development Representative job at Checkbook located?

This Business Development Representative position at Checkbook is located in San Mateo, CA (Hybrid). Always check Checkbook's application page for specific state eligibility or relocation policies.

What qualifications are required for Business Development Representative at Checkbook?

For the Business Development Representative role, Checkbook highlights 3+ years of relevant experience; a bachelor's degree; experience with B2B prospecting, CRM management, cold calling, lead qualification. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Business Development Representative position at Checkbook?

This listing links directly to Checkbook's Greenhouse application page. You can apply directly on Checkbook's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.